SQLWorks

SQLWorks uses distinct transactions through the quote order and invoice ledgers. You always have access to your complete transaction history in list and graph format, maintaining information on cancellations, merged orders and profit margins. Quotes can be easily progressed to orders and invoices; you can even create purchase orders from quote and customer orders that are low in stock. All transactions can be duplicated or halted at any point, halted items can be used as templates for future transactions, or as part of the security procedure allowing staff to enter purchase orders but not complete them until they have been reviewed.

Credit Control is straightforward and trouble free; you can set credit limits by account and have access to an array of default settlement terms. We can put accounts on hold automatically, or manually using advanced account credit checking. You can set variable days grace for overdue payments, and allow overrides for certain members of the sales team. You can also set accounts to be permanently on hold or always active.

• Keep transaction history split between quotes, orders and invoices
• Build transactions from defaults, copies and drafts
• Define user security and monitor client credit at each stage